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Oct 23, 2012
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simon you said in half time today a good point that a lot of times people come on air and say something differently when they are up on the balcony before they come on set. i was somewhat surprised when i said today it is not about the earnings. of course, earnings have been disappointing. i felt the set up in terms of the market reaction today and really for the next two weeks was much more about the idea that people are beginning to realize whoever wins that election in two weeks that in both scenarios it is negative for the stock market in the short term. it is the realization that people are starting to factor that in. >> what is positive two weeks ago? people are making an argument that maybe the fiscal cliff gets done before the elections or obama stays and punch bowl stays and bernanke stays. there was an argument in the other direction two weeks ago. >> i believe when you were seeing through early october was the early performance catch up. i recently showed that apple was everybody had a market waiting. a lot of that happened between the summer into the early part of october. w
simon you said in half time today a good point that a lot of times people come on air and say something differently when they are up on the balcony before they come on set. i was somewhat surprised when i said today it is not about the earnings. of course, earnings have been disappointing. i felt the set up in terms of the market reaction today and really for the next two weeks was much more about the idea that people are beginning to realize whoever wins that election in two weeks that in both...
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Oct 22, 2012
10/12
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simon, you're not married to tammy fay baker, what do you think? >> well, it's tough to recover to that one. earnings have been so disappointing as we've talked about through the show. i think for us, the most concerning thing is the reports. particularly in ibm -- >> the linearity? >> did you like that? >> yeah. >> it's like good english grammar school education. what can i tell you? particularly in technology. what i'm saying is the concern is, yes, the expectations are disappointing, but in terms of september sales being a lot softer than july, it's where the momentum is going. that's something to be a little bit concerned about. zbl zbl >> stephanie, how do you feel about the linearity. >> well, i won't go there, but only 25% of the company so far have reported. let's put this into a little bit of context here. and expectations certainly have come down pretty low. i would just say that there are pockets of strength, financials, and margins. even ibm, even schlumberger, even ge had actually okay margins. so i think that might be good enough to s
simon, you're not married to tammy fay baker, what do you think? >> well, it's tough to recover to that one. earnings have been so disappointing as we've talked about through the show. i think for us, the most concerning thing is the reports. particularly in ibm -- >> the linearity? >> did you like that? >> yeah. >> it's like good english grammar school education. what can i tell you? particularly in technology. what i'm saying is the concern is, yes, the...
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Oct 22, 2012
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simon? >> it's all about the revenue. thank you for that. >>> ahead on the program, president obama and mitt romney going head to head for one final time. the presidential debate tonight on cnbc. we'll go live to the debate site in florida for a preview. plus, the national press secretary for obama campaign will give us his view of how the president will hope to perform tonight. apple has been on steady decline since iphone 5 hit the stores. can the ipad mini save the stock tomorrow? more "squawk on the street" after the break. just driving a, comin' back from the lake, and all of a sudden, ka-plam. it blindsided us. what is it? our college savings account. how do you think it happened? not sure. i think something we bought a while ago turned out to be something else, annnnnd, i remember a lot of other stuff in there had the word "aggressive" in it. is everyone okay? well, now, yeah. who knows later. ♪ we don't call this our company, we call this our mission. green toys teaches children that if i have a milk jug and i s
simon? >> it's all about the revenue. thank you for that. >>> ahead on the program, president obama and mitt romney going head to head for one final time. the presidential debate tonight on cnbc. we'll go live to the debate site in florida for a preview. plus, the national press secretary for obama campaign will give us his view of how the president will hope to perform tonight. apple has been on steady decline since iphone 5 hit the stores. can the ipad mini save the stock...
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Oct 24, 2012
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>> that's right, simon. >> it's astounding. facebook announced it managed to sell now $153 million of mobile advertisements and the stock increases in value by 8.8 billion as a result by my calculations. why is the conversation changing? >> you have to put that in perspective. a few weeks ago people were expecting mobile advertising revenue to be no more than 50 million or $60 million and the big concern was this mobile transition is going to be very hard for facebook. they have shown from march is they created what is a billion dollar run rate in advertising. wouldn't be surprised if they were closer to 2 billion in the next 18 months. you have a powerful network platform that can monetize the huge population on facebook as they proved last night. >> is the case proven? there are those that would say this is so new. the fact that people are for the moment clicking on these mobile ads doesn't mean to say when they learn that that's a commercial operation that they will click on them in six month's time. we still are groping aro
>> that's right, simon. >> it's astounding. facebook announced it managed to sell now $153 million of mobile advertisements and the stock increases in value by 8.8 billion as a result by my calculations. why is the conversation changing? >> you have to put that in perspective. a few weeks ago people were expecting mobile advertising revenue to be no more than 50 million or $60 million and the big concern was this mobile transition is going to be very hard for facebook. they...
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Oct 23, 2012
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as simon says, we have a product introduction. if that doesn't go as well as everyone hopes, it could compound things worse. >> it will be fine, i have faith. we'll cradle it in our arms like a small child. innovation is alive. >> hope is not a strategy. you can keep it with you but don't depend on it. >> art, thanks so much. art cashin. >> there's chatter this morning over "the new york times" article that fed chairman ben bernanke won't stay on. steve liesman is here to give us his take. >> "the new york times" article by andrew ross sorkin underscoring what's baked into the market. bernanke in his his last term as chairman having been appointed by president bush for the first and president obama for the second. the discussion is who will replace the chairman and how much faith can people have on what he says if the fed chairman will leave in early 2014? it makes appointments for now providing continuity to the fed but powell's term erxpires january '13. and duke is another one whose term may be up. if bernanke chooses to stay o
as simon says, we have a product introduction. if that doesn't go as well as everyone hopes, it could compound things worse. >> it will be fine, i have faith. we'll cradle it in our arms like a small child. innovation is alive. >> hope is not a strategy. you can keep it with you but don't depend on it. >> art, thanks so much. art cashin. >> there's chatter this morning over "the new york times" article that fed chairman ben bernanke won't stay on. steve liesman...
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Oct 11, 2012
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you did know what the positions were. >> simon, we have so many readings going out the door. the fact that something might have slipped through in the e-mail, first of all, i don't even know that i've read the e-mail. it doesn't skew the ratings. >>> welcome to the third hour of "squawk on the street." let's get a check on the markets on this thursday. for the first time in about four sessions, the dow has a green arrow in front of it. up 81 points. s&p up 11. nasdaq up 23. good news on claims today. m and a rumors. foreclosures at a five-year low. then the ipos. all four of today's ipo opinion the nyse and nasdaq have started trading. all sharply higher in their debut. re japan's softbank considering buying a stake in sprint. our own david faber reports a price has not been fully nailed down and that part of the deal would involve the purchase of clearwire. >>> vice presidential nominee paul ryan facing off with vice president joe biden tonight in danville, kentucky. stakes are i as polls show a tightening race. congressman jeb hencerling joins us. >>> facebook's quest for r
you did know what the positions were. >> simon, we have so many readings going out the door. the fact that something might have slipped through in the e-mail, first of all, i don't even know that i've read the e-mail. it doesn't skew the ratings. >>> welcome to the third hour of "squawk on the street." let's get a check on the markets on this thursday. for the first time in about four sessions, the dow has a green arrow in front of it. up 81 points. s&p up 11....
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Oct 31, 2012
10/12
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. >> tom, i think what simon may be getting to is as the head of the utility, con ed clearly they planned big but i guess are others in the industry or you saying maybe they didn't plan enough? >> i'm not saying that. one of the things you have to understand too with the scope of this storm every location has to deal with the environment in which they are facing. every location is going to be different than every other location. we have to face unique circumstances and manage that process as best we can. i am absolutely confident that the leadership and the folks and boots on the ground at con ed are doing everything they can do to get the power back on as safely and as expeditiously as possible. >> you mentioned unusual nature of these storms. it seems as though we have unusual storms a lot more frequently than we used to. you run one of the largest power companies in the country, is it your thought that talks of climate change will come to the fore and lead to discussions about your business? >> the point is right now we are not dedicated to getting into an argument. we have to get the
. >> tom, i think what simon may be getting to is as the head of the utility, con ed clearly they planned big but i guess are others in the industry or you saying maybe they didn't plan enough? >> i'm not saying that. one of the things you have to understand too with the scope of this storm every location has to deal with the environment in which they are facing. every location is going to be different than every other location. we have to face unique circumstances and manage that...
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Oct 26, 2012
10/12
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the markets may be engaging in an ongoing hazard accounting for some of the funding differential that simon of lightly references at the same time they are playing a morally without the safety net that would save them meaning that market shock in the case of either operational, sovereignty or liquidity risk of a large institution would be worse. it would be lanham brothers on steroids. that's what scares me and why we need to go back to the liquidation of authority. could work in across borders attritions? does anything work in a cross border situation? not well to read about 80% of all banks offshore assets are held in the u.k. and that is particularly true for the wholesale oriented institutions like jpmorgan. they are operating in 70 countries but to what they've got in bulgaria is not systemic. maybe in bulgaria is. that is a different question. to chase and the u.k. it isn't. those are afterthought operations. that's why the u.s. and the u.k. are very fall along and what they called a crisis management group to resolve that aspect of cross border banking. is it done? no peery dividing
the markets may be engaging in an ongoing hazard accounting for some of the funding differential that simon of lightly references at the same time they are playing a morally without the safety net that would save them meaning that market shock in the case of either operational, sovereignty or liquidity risk of a large institution would be worse. it would be lanham brothers on steroids. that's what scares me and why we need to go back to the liquidation of authority. could work in across borders...